M&A Playmaker: Elevate Your Role from Commercial Banker to Strategic Advisor posted 09/11/2025
Podcast
Sep
11
Podcast
Featuring: Bobby Martin, Cofounder & CEO of Vertical IQ
Middle market business owners don’t need another product; they need a plan. In this episode, learn how bankers can shift from service providers to trusted advisors with concrete plays for future plans conversations and turning advice into bankable opportunities.
Program Membership
Get access to this research content and much, much more by becoming a member of one of Barlow Research's Subscription Research Programs. Learn how your entire insitution can enjoy the benefits our research!
Featured Content
Turning Data Into Dialogue: Banking Insights with Sandy Hanson
Learn how data and small business insights are reshaping modern banking strategies. From evolving client expectations to research-driven decisions, this episode delivers practical takeaways for bankers across roles.
The Next Evolution of Small Business Payment Acceptance
Recent digital banking innovations are streamlining small business payment acceptance, making transactions faster, easier, and more secure. While fintechs dominate this space, few traditional financial institutions have kept pace.
Onboarding Preferences Study
The onboarding process for new business customers often lacks efficiency, simplicity, and personalization, leading to missed opportunities as customers opt for providers with smoother, faster, and more transparent experiences.